Espace Recruteurs

Financial Planner - Administrator

UBS Londres, Royaume-Uni
Mise en ligne il y a 3 mois Intérim Negotiable
As a Financial Planning Administrator at UBS you will work within the Wealth Management division with a small team of highly qualified Paraplanners and Chartered Financial Planners offering bespoke financial solutions to wealthy private clients around the world – except those served by Wealth Management Americas.

Our clients benefit from the entire spectrum of UBS resources, ranging from investment management to estate planning and corporate finance advice, utilising specific internal and external products and services.


Responsibilities:

  • Support the financial planning team in delivering a full customer service proposition in a professional, timely and efficient manner including new business and annual reviews
  • Providing administrative support to the Financial Planners and Paraplanners, duties will include obtaining product information, dealing with queries,  processing applications, raising invoices and managing the phone line and shared mailbox
  • Ongoing client servicing
  • Preparing documents for client meetings
  • Ensure client and policy records remain up to date through the customer management and document storage systems
  • Liaise with 3rd parties and customers both internally and externally
  • Ensure all compliance procedures are adhered to on a day to day basis
  • Identify and implement enhancements to our processes where appropriate
  • Data input
  • Getting involved with other ad-hoc projects where necessary
  • Taking on additional responsibilities if needed from the Paraplanners
  • General administrative duties  - including scanning, photocopying, post, ordering stationary, booking meeting rooms and taking meeting notes

 

The Person:
 

  • Excellent communication skills
  • Be able to focus with high attention to detail
  • High level of accuracy
  • Ability to use initiative to prioritise and organise accordingly
  • Ability to be part of a team and to develop effective relationships
  • Self-driven, results orientated with a positive outlook and willingness to take on responsibility
  • Ability to multi-task in a busy environment
  • Commitment to the role, UBS and the industry

 

Requirements:

 

  • Basic Microsoft Office skills with Word, Outlook and Excel
  • Familiarity with Adviser Office an advantage
  • Experience of working in Financial Planning with knowledge of pensions, offshore bonds and life cover
  • Experience of processing new business applications and ongoing client servicing
  • Achievement, or working towards, a Financial Planning qualification is preferable

 

Référence  FPA4567
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